DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 27, 2025 to Apr 28, 2025
- Registered next
- Apr 22, 2025 to May 30, 2025
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 5,552 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape